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IKSTX vs UVAIX
IKSTX vs UVAIX Comparison
Open Charts IKSTX vs UVAIX
Carret Kansas Tax Exempt Bond Fund A
Price$9.97
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets113.74M
Victory VA Bond Institutional
Price$10.15
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets470.2M
IKSTX vs UVAIX Comparison Chart
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IKSTX vs. UVAIX commentary
Apr 30, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IKSTX is a Hold and UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 470M vs. IKSTX (114M). UVAIX pays higher dividends than IKSTX: UVAIX (3.06) vs IKSTX (1.94). IKSTX was incepted earlier than UVAIX: IKSTX (23 years) vs UVAIX (5 years). IKSTX (0.99) is less costly to investors than UVAIX (0.59). IKSTX is a more actively managed with annual turnover of: 10.00 vs. UVAIX (5.00). IKSTX has a lower initial minimum investment than UVAIX: IKSTX (5000) vs UVAIX (1000000). IKSTX annual gain was more profitable for investors over the last year : 1.65 vs. UVAIX (0.87).
| IKSTX | UVAIX | IKSTX / UVAIX | |
| Total Expense Ratio | 0.81 | 0.52 | 156% |
| Annual Report Gross Expense Ratio | 0.99 | 0.59 | 168% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -0.683 | -2.608 | 26% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 470M | 24% |
| Annual Yield % from dividends | 1.94 | 3.06 | 63% |
| Returns for 1 year | 1.65 | 0.87 | 190% |
| Returns for 3 years | 4.31 | 4.15 | 104% |
| Returns for 5 years | -0.06 | N/A | - |
| Returns for 10 years | 7.95 | N/A | - |
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